Tag: Wealth Planning

Building an Empire Part 2 – Start with Your Assets

              What are your assets?  Most people think of bank accounts, stocks, bonds, land, and businesses when they think of assets.  They would be right, they are assets, but those are not the only

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Legacy Planning 101:

Hi, Please check out my first white board animation video explaining Legacy/Estate Planning.  Let me know what you think.  If you are interested in this approach, give me a call and set up an appointment for a free family wealth

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